#1Chestnut Street Investment Counsel, LLC
CHESTNUT STREET INVESTMENT COUNSEL, LLC
Based in Lancaster, PA
Retirement Plan Advisors in Lancaster, PA
The top-ranked retirement plan advisors serving Lancaster, PA are Chestnut Street Investment Counsel, LLC, Psi Capital Management and Faithward Advisors, LLC. We list 46 retirement plan advisors serving Lancaster, PA. 30 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Lancaster, PA (Lancaster County). 46 providers, 10 of the top 10 verified against federal or state records. Registry records checked on 2026-11-04.
Top 10 ranked retirement plan advisors for Lancaster
#2Psi Capital Management
PLANNING STRATEGIES, INC.Based in Lancaster, PA#3Faithward Advisors, LLC
FAITHWARD ADVISORS, LLCServes this area from PA#4Rkl Private Wealth
RKL WEALTH MANAGEMENT LLCServes this area from PA#5Omicron Advisors, LLC
OMICRON ADVISORS, LLCServes this area from PA#6Comprehensive Financial Planning, Inc.
COMPREHENSIVE FINANCIAL PLANNING, INC.Serves this area from East Petersburg, PA (5 mi)#7Master's Wealth Management Inc.
MASTER'S WEALTH MANAGEMENT INC.Serves this area from PA#8Stewardship Advisors, LLC
STEWARDSHIP ADVISORS, LLCServes this area from Mount Joy, PA (12 mi)#9Bare Wealth Advisors
BARE FINANCIAL SERVICES INC.Serves this area from Gap, PA (14 mi)#10Collective Family Office, LLC
COLLECTIVE FAMILY OFFICE, LLCServes this area from Spry, PA (22 mi)
20 more providers serving this area
- Macro Advisors, Inc., PA
- Walsky Investment Management Inc, Colony Park, PA (27 mi)
- Alliance Financial, Wyomissing, PA (27 mi)
- Bruton Chisnell Advisors, LLC, Downingtown, PA (32 mi)
- Dvb Private Wealth, PA
- Econ Wealth Management, PA
- Legacy Solutions, LLC, Kennett Square, PA (34 mi)
- The Kelly Group, Bel Air, MD (35 mi)
- Summit Group Retirement Planners, Inc., Exton, PA (36 mi)
- Sevenbridge Financial Group, LLC, PA
- Ballast Financial Advisors, LLC, West Chester, PA (37 mi)
- Trinity Investment Advisors, LLC, West Chester, PA (37 mi)
- Veery Capital, LLC, West Chester, PA (37 mi)
- Wedmont Private Capital, West Chester, PA (37 mi)
- Wealthcare Advisory Partners LLC, PA
- Wealthcare Capital Partners, LLC, PA
- Cgi Plan Advisors, Inc., PA
- Wharton Business Group, LLC, PA
- Wharton Wealth Management, LLC, PA
- Market Street Wealth Management, PA
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Frequently asked questions
How many retirement plan advisors serve Lancaster?
We list 46 retirement plan advisors serving Lancaster, PA: 2 based there and 44 serving it from nearby. 10 of the top 10 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Lancaster?
The top-ranked retirement plan advisors serving Lancaster, PA are Chestnut Street Investment Counsel, LLC, Psi Capital Management, Faithward Advisors, LLC, Rkl Private Wealth and Omicron Advisors, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Lancaster are verified against official records?
10 of the top 10 match an active official record: Chestnut Street Investment Counsel, LLC (U.S. Securities and Exchange Commission), Psi Capital Management (U.S. Securities and Exchange Commission), Faithward Advisors, LLC (U.S. Securities and Exchange Commission), Rkl Private Wealth (U.S. Securities and Exchange Commission) and Omicron Advisors, LLC (U.S. Securities and Exchange Commission), and 5 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .